Integrity Wealth Management NC, LLC (IWMNC) provides portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. IWMNC creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. IWMNC generally limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, REITs, insurance products including annuities, and government securities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with advisor, and total assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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